Sibanye Stillwater Limited

Lynas Rare Earths Limited

Range Resources Corporation

Active negotiations between the US and China, sanctions policy and the US shutdown determine the composition of the portfolio in November. Alexander Orlov, Managing Director of Arbat Capital, proposed a strategy that balances both investors' expectations and the results of specific companies.

Where to invest $10,000 in November: Between America and China

Tesla, Inc.

NVIDIA Corporation

Tesla shareholders have approved a near $1 trillion payout package for Elon Musk, who has promised to turn the company into an AI and robotics giant and said he plans to build his own chip factory "times the size of a gigafactory." Japan's SoftBank has lost over $50 billion in capitalization amid a collapse in AI stocks and growing doubts about overheated valuations. On these and other topics - in our review of key events by the morning of November 7.

Highlights for this morning: Musk's AI race, Nvidia chip ban, OpenAI 'proxy' under pressure

Having levied import duties against each other in April, the U.S. and China then twice postponed escalation in the trade war. After six months of negotiations, the two heads of state, Donald Trump and Xi Jinping, met on October 30 and announced a trade truce for another year. In the case of other countries, Trump managed to secure significant concessions. But Beijing took a tough stance and did not back down from it. It identified the weaknesses of its and the U.S. economies in advance and skillfully exploited them.

Seven long years of preparation: how China has built a defense in its trade war with the U.S. 

Alphabet Inc.

ServiceNow, Inc.

Carvana Co.

Microsoft Corporation

The Boeing Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research

Morning in New York: geopolitics in the spotlight

MP Materials Corp.

USA Rare Earth, Inc.

Ramaco Resources, Inc.

U.S. President Donald Trump said on October 30 that China agreed to lift restrictions on rare earth metals exports for a year. Because of Washington's trade war with Beijing, shares of some companies mining and producing rare earth metals have risen 300-800% since the beginning of the year. The escalation has made the industry a strategic priority for the U.S., and new projects are receiving political and financial support. How to capitalize on this?

1000% growth: rare earth metals are the new oil

Keurig Dr Pepper Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors are driven by optimism

Canada Rare Earth Corp.

Shares in Australian companies that mine rare earth metals rose after China tightened export controls on these resources, escalating trade tensions with the United States. Beijing now requires export licenses for goods containing even small amounts of rare earth elements. Amid Donald Trump's threats to impose an additional duty on Chinese imports in response, investors began buying shares of companies that can replace Chinese supplies.

Rare earth metal producers rose in price due to the dispute between the US and the PRC. Who is the favorite?

U.S. stock index futures recovered some of their losses after Donald Trump softened his rhetoric on China, writing that relations with Beijing "will be fine." His statements followed an escalation of the trade conflict on Friday, when a threat to impose a new duty of 100% on imports from China triggered the worst sell-off on US exchanges since April and a massive collapse in the cryptocurrency market. On Monday, Asian markets opened trading with a crash, but cryptocurrencies and oil are recovering. What is happening in the markets - in our review of key events by the morning of October 13.

Main points for the morning: collapse in Asia, rebound in the US, oil and cryptocurrencies recovering from the fall

QUALCOMM Incorporated

Beijing steps up pressure on key chip maker ahead of meeting between U.S. and Chinese presidents

Qualcomm has come under antitrust investigation in China. Shares fell

Wanting to reduce the U.S. trade deficit and U.S. dependence on foreign capital, Trump has delivered big gains for emerging markets

Make Emerging Markets Great Again: How Trump Launched an Emerging Markets Rally

ASML Holding N.V.

The Dutch producer's stock posted its biggest intraday decline since July

A U.S. congressional committee accused ASML of promoting China's chip industry. The stock fell

Alibaba Group Holding Limited

The revaluation of Chinese assets is no longer due to politics but to improving fundamentals, investors say