#china #rareearth #energy: China & U.S. "Truce:" Rare Earth Stocks & Energy Take Focus: Schwab Network

30 October 2025

China is reopening rare earth exports in what Kevin Green calls a "mixed" meeting between President Trump and Chinese President Xi Jinping.

He urges investors to keep an eye on rare earth stocks like MP Materials (MP), USA Rare Earth (USAR), and Critical Metals Corp. (CRML) as volatility hits the space yet again.

Kevin later points to energy futures as geopolitical moves impact prices at home.

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#china #rareearth #energy

#USA #Investment - Ted Oakley: How Smart Money Is Positioning in #Energy, #Gold and #Cash: Kitco News

13 October 2025

Recorded September 12, 2025, this condensed version of Ted Oakley’s full Kitco interview with Jeremy Szafron bridges the gap between market euphoria and underlying stress. 

Ted argues that fundamentals still matter, “a dollar is still a dollar," and outlines why smart money is positioning in energy, gold, and cash as distortions, leverage, and passive flows overtake valuations. 

Oakley explains how passive, algorithm-driven markets mask real fragility, and why investors must pick and choose what they own instead of blindly chasing indices. Since this interview, gold has surged above $4,000/oz for the first time, confirming his forecast’s urgency. 

The Fed also delivered its first rate cut of 2025, and some energy stocks are showing renewed strength amid inflation and geopolitical risk.

#USA #Nuclear - How AI Hype Minted Two New Billionaires From A Company With No Revenue: Forbes

1 Day ago

Nuclear power startup Oklo is now worth $21 billion. Its relationships with the Secretary of Energy Chris Wright and OpenAI CEO Sam Altman have certainly helped. 

Read the full story on Forbes: https://www.forbes.com/sites/phoebeli.

Links

Shareholder - Yahoo Finance . Reuters . Simply Wall Street 

AI Overview

Oklo shareholders include a mix of institutions like The Vanguard Group and BlackRock, individual investors, and insiders, with Sam Altman serving as a significant early investor and chairman who aims to power AI growth with nuclear energy. Other major institutions holding Oklo stock include Mirae Asset Global ETFs Holdings Ltd. and Citadel Advisors Llc. The public also holds a substantial portion of shares, with the company listed on the New York Stock Exchange under the ticker "OKLO"