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Recent headlines celebrating a U.S.-China trade truce have lulled the market into a false sense of security, triggering a sharp sell-off in domestic rare earth stocks. But behind the headlines, a more strategic and confrontational reality is emerging. Beijing is now crafting a validated end-use...
Jeffrey Neal Johnson | Nov 12, 2025
As families plan their Thanksgiving menus, a different kind of feast is unfolding on Wall Street. The companies that stock our pantries and fill our dinner tables are making big strategic moves, catching the attention of investors. The main course was served on Nov. 10, when private-label food gia...
Jeffrey Neal Johnson | Nov 12, 2025
For enterprise artificial intelligence (AI) firm C3.ai (NYSE: AI), the narrative has soured. Once a high-flyer in the artificial intelligence space, the company's stock now trades near its 52-week lows, having shed more than half its value year-to-date. The decline follows a stunningly poor firs...
Jeffrey Neal Johnson | Nov 12, 2025
A classic market paradox played out this week for investors in CleanSpark, Inc. (NASDAQ: CLSK). The Bitcoin miner announced it had successfully priced an upsized $1.15 billion capital raise, a move designed to fuel its aggressive expansion. Yet, in the following trading session, its stock ...
Jeffrey Neal Johnson | Nov 12, 2025