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Let's take a look at some stocks on the move today. I'm Emily Brefel with Tim Stenovik, and we're joined by Bloomberg News cross asset reporter Danitza Sukhova. Denita, did you pick a gainer or decliner for US?
First?
I picked the gainer for change because you said all the sectors are in the red. But if you actually look at rare Earth Materials, we're seeing some of the big gainers, which is not a surprise. MP Materials is the first one I'm looking on the tickeries. MP stock is up thirteen percent. Of course, it's coming off all
the headlines we're getting from the administration. President trump threat to Jacob tariffs in China over its rare earth control has sent investors rushing into the few companies that have exposure. The few Western companies is actually up more than four hundred percent here today. Obviously, some of the biggest winners rare earth producer the US has already taken a stake in which we already saw a lot of euphoria for
the stock. After that, Trump said that the China expert controls and monopoly on rare earth is a rather sinister and hostile move in enjoy, the US Department of Defense agreed to a four hundred million equity investment in MP Materials, through which the government will become the company's largest shareholder. That maybe will help fund a new manufacturing plant for rare earth magnets. So that's definitely a place everyone's been watching.
It's been on a relentless rally, and even more today as everything is going down.
Four hundred and twenty four percent a year to day gain in MP the gramp.
Yeah, it's pretty amazing. USA rare earths up two hundred percent so far this year. I mean a lot of that happening just really going back to September.
I write about ETFs on the cross as the team. It's interesting that one of the biggest rare earth ETFs, the vanak Rare Earth and Strategical Strategic Metals etf R e m X, is only up eighty percent, and then there's individual holdings that are up so much bigger. Anyway, what else do you have for US to need.
Yeah, the winners are concentrated in information technology that we're actually seeing some winners. Applied Digital shared shares were up as much as thirty three percent now still about sixteen percent, which as what we're seeing with tech stocks, that's clearly a beiginning here. Shares of Applied Digital climb after the data center developers secured more funding and lease agreements for its project for Bullish hyper scalers, and also it posted
better than expected results for the first quarter. So what we saw for the quarter that ended August thirty first, Applied Digital reported a loss of three cents a share, which is narrower than the sixteen cents that investors would expect it, so big relief there. And if we zoom out on this one, the stock is up three hundred and seven and seventy percent here today, so that's another massive gain. Obviously a small company, so these moves make
makes sense. But the AI boom has been intensifying this race, especially for AR infrastructure, and this is one of the clear winners, even on a pretty bad day for the markets.
Okay, I'm pretty impressed that of the four stocks you chose, at least two of them so far have been gainer's day on a day when we're seeing such widespread selling. Let's go to some on the other side of the trade.
Yes, we're done with the good news. Levi Strauss is having a pretty bad day, and this was before the tariff announcement, and it's actually connected with tariffs. It felt as much as fourteen percent. Now it's about twelve percent. The pairlmaker upgraded earnings guidance but still fell short of higher investor expectation, and they blame it on the tariffs. They raised its feeer outlook but warned that tariffs are starting to buy and the problem is it's really hard
to calculate. They say they expect thirty percent tariffs in China, but increased expectations to twenty percent for the rest of the world, and that was before an announcement. Clearly, this is a very volatile environment for retailers, and actually Levi's Trails was one of the winners. It's still up twenty five percent here today, but you can see how one headline eraises almost half of the of the gains this year. Beyond yoga, one of their brand has actually been performing
quite well. Revenue was one point five billion in a third quarter in line and estimate. But still this is not enough when tariffs are a biding.
Okay, we have twenty seconds to talk about some fertilizer.
Yes, another stock that is suffering is Mozaic. Magaic series are down about seven percent. The fertilizer company said the third quarter false fat production fell below what management expected. We also have trade war implications here, so that's another stock that has been suffering, but it's still up to date.
Monday, Tick our mos.
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