Trending Tickers: $NVDA Resumes China Sales, $ZK Goes Private, $MP Lands Apple Deal
This week, several stocks caught investors’ attention, driven by significant developments and market momentum. Here’s the breakdown of this week’s trending stocks:
NVIDIA to Resume H20 Sales to China
NVIDIA Corporation ($NVDA) will resume sales of its H20 GPU to China after filing new applications with the U.S. government, which has assured the company that licenses will be granted, according to an announcement on the NVIDIA blog. The news came during CEO Jensen Huang’s diplomatic visits to both Washington D.C. and Beijing this month.
According to the company, NVIDIA is also introducing a new “fully compliant” RTX PRO GPU designed specifically for digital twin AI applications in smart factories and logistics. The move reflects NVIDIA’s strategy to maintain market presence in China while adhering to evolving regulatory requirements.
Stock Price Reaction
$NVDA shares rose 4% following Huang’s announcements, as investors viewed the resumption of H20 sales as positive for the company’s China revenue stream and overall AI infrastructure business.
Zeekr ($ZK) to Go Private in $2.7B Deal with Parent Company Geely
ZEEKR Intelligent Technology Holding Limited ($ZK), the premium electric vehicle company, will be taken private by its parent company Geely Automobile Holdings Limited in a deal that offers shareholders $26.87 per share in cash, according to a company announcement. The transaction represents approximately 18.9% premium to Zeekr’s stock price before the deal was announced.
The move comes just over a year after Zeekr went public on the NYSE in May 2024, pricing its IPO at $21 per share at the top end of its range and raising $441 million through an upsized offering of 21 million American depositary shares. The IPO valued the company at $5.13 billion.
Under the agreement, Zeekr shareholders can choose between receiving $26.87 in cash per share or equivalent Geely stock. The deal is expected to close in the fourth quarter of 2025, pending shareholder approval, and will result in Zeekr being delisted from the New York Stock Exchange.
Stock Price Reaction
$ZK shares showed moderate price action following the announcement, as rumors about Geely taking Zeekr private had already circulated last month, pushing the stock price higher ahead of the official deal.
MP Materials ($MP) secures $500M Supply Deal with Apple
MP Materials Corp. ($MP), the fully integrated rare earth producer in the United States, has secured a $500 million multiyear supply agreement with Apple Inc. ($AAPL) to produce American-made rare earth magnets, according to a company announcement. The deal will establish dedicated magnet production lines specifically designed for Apple products at MP Materials’ Fort Worth, Texas facility.
The partnership represents a major win for MP Materials as it diversifies beyond raw rare earth mining into higher-value manufacturing. Under the agreement, MP Materials will significantly expand its neodymium magnet production capacity and establish a cutting-edge recycling facility in Mountain Pass, California, to process recycled rare earth elements from used electronics and industrial scrap.
The collaboration addresses growing demand for supply chain diversification away from China, which currently dominates global rare earth processing. MP Materials will create dozens of new manufacturing and R&D jobs while developing the workforce needed to support expanded domestic magnet production capabilities.
Stock Price Reaction
$MP shares surged following the announcement of the significant long-term revenue commitment from one of the world’s largest technology companies, while $AAPL shares showed modest gains on the supply chain diversification news.
This article is for informational purposes only and is not investment advice or a solicitation to buy or sell securities. The content is based on publicly available information and reflects the author’s opinions as of the publication date, which may change without notice. All investments carry inherent risks, including the potential loss of principal, and past performance is not indicative of future results. Forward-looking statements, including references to projected revenues, market trends, or business developments, are based on current expectations and assumptions. Actual results may differ due to various factors, including regulatory changes, economic conditions, competitive pressures, and unforeseen market fluctuations. Readers should conduct their own research or consult a financial advisor before making investment decisions. BBAE holds no position in the securities mentioned, nor are they compensated by the companies mentioned.
