
• USA Rare Earth shares jumped 9.6% Tuesday afternoon, moving ahead of the overall U.S. market.• The stock gained after the company was picked by the DOE last week for up to $19.3 million in potential funding for rare-earth separation projects.• The grant isn't a lock yet, and the stock is still valued as a bet on a company with little revenue, steep losses, and big expansion plans.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.