Breakfast News: Microsoft Sinks as Spending Soars

07:30am, Thursday, 29'th Jan 2026
MSFT defends AI strategy, U.S. policy pivot rumors hit mineral stocks, and more
Rare earth stocks tumbled overnight on a Reuters report that the Trump administration no longer plans to guarantee price floors.
Lynas Rare Earths emerges as the stronger pick as rare earth demand rises, backed by completed expansions, heavy rare earth output and a cheaper valuation.

The Fed Is Finished

12:00am, Wednesday, 28'th Jan 2026
The Fed's "invisible hand" is dead. Washington's "iron fist" now controls markets with government capital. Learn where to invest now.
Guru Stock PicksChuck Royce has made the following transactions:Reduce in HIFS by 5.13%Add in DSP by 72.29%New position in ANDGStock News Social media addiction
Here are five key things investors need to know to start the trading day.
The government is taking equity stakes in American companies. Here are the next Genesis Mission stocks to buy before the capital hits.
Trade-related news from Washington, including the push for Greenland, is sending ripples of volatility through rare-earth mining stocks. However, these stocks are well-positioned in 2026, as they are
The “Trump bump” is in effect again for critical mineral investors as the Trump administration invests in USA Rare Earth, Inc. (NASDAQ: USAR).
Oil built the 20th century. Rare earths and critical minerals is building the 21st.
Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of MP Materials Corp. (NYSE: MP) by 368.6% during the third quarter, according to its most recent Form 13F filing wi
Government-backed investments have triggered massive stock rallies in 2025. One nuclear energy company may be next as AI power demand surges.
The Trump administration plans to invest $1.6 billion in USA Rare Earth Inc. to secure essential mineral supplies.
We are transitioning from a globalization-focused world to one prioritizing resilience, autarky, and supply chain security. Heightened geopolitical risks and deglobalization support investment in defe
Maryland State Retirement and Pension System lowered its holdings in shares of MP Materials Corp. (NYSE: MP) by 84.3% during the undefined quarter, according to its most recent 13F filing with the Sec
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