This week, several stocks caught investors’ attention, driven by significant developments and market momentum. Here’s the breakdown of this week’s trending stocks:
Sigma Lithium ($SGML) Pushes Back on Brazil Reports, Shares Bounce Back
Sigma Lithium, a lithium producer focused on supplying battery-grade materials using environmentally sustainable mining and processing, announced the sale of an additional 100,000 tonnes of high-purity lithium fines while confirming that mining remobilization in Brazil is proceeding as planned.
The company said the lithium fines were sold at market-linked prices based on the Shanghai Metals Market index, and at a higher price than its previous sale. Management framed the sale as a byproduct of its environmentally focused processing setup, which allows Sigma to recover and sell lithium fines while using dry stacking, recycling all water, avoiding toxic chemicals, and relying on renewable power.
At the same time, Sigma addressed recent reports suggesting its operations were shut down or under an “operational injunction” by Brazil’s Ministry of Labor and Employment. According to the company, this characterization is incorrect. Sigma said the issue relates to a routine administrative inquiry, does not affect operations, and does not represent a material event. The company added that contractor remobilization at the mine site remains on track and is expected to conclude in January 2026.
Stock Price Reaction:
When the initial Brazil-related reports surfaced, $SGML shares fell about 14% over two consecutive trading days, as investors reacted to fears of a potential shutdown. Following this update — including the lithium sale and the company’s rebuttal of the reports — the stock recovered sharply, jumping around 18% on the announcement day.
CoreWeave ($CRWV) Expands NVIDIA Partnership to Scale AI Data Centers
CoreWeave said it is significantly expanding its partnership with NVIDIA to accelerate the buildout of large-scale AI data centers, often referred to as “AI factories,” aimed at meeting surging enterprise demand for AI compute.
CoreWeave, an AI-focused cloud infrastructure company, plans to scale its platform to more than 5 gigawatts of AI capacity by 2030, using NVIDIA’s latest and future generations of GPUs, CPUs, and networking hardware. The company will also adopt NVIDIA’s CPU and storage platforms, further deepening its reliance on NVIDIA’s full-stack AI infrastructure.
As part of the announcement, NVIDIA disclosed a $2 billion equity investment in CoreWeave at $87.20 per share, reinforcing CoreWeave’s position as a key partner in deploying AI infrastructure at global scale. CoreWeave will also work with NVIDIA to validate and potentially integrate its own AI-native software into NVIDIA’s reference architectures, which could broaden CoreWeave’s reach among enterprises and cloud service providers.
Stock Price Reaction:
The news was well received by investors. $CRWV shares jumped about 6% on the announcement, reflecting optimism around CoreWeave’s expanding role in the fast-growing AI infrastructure market.
USA Rare Earth ($USAR) Moves Toward Massive U.S. Funding for Rare Earth Supply Chain
USA Rare Earth ($USAR), a U.S.-based rare earth mining and magnet manufacturing company, announced it has signed a non-binding Letter of Intent (LOI) with the U.S. Department of Commerce outlining potential access to up to $1.6 billion in proposed federal support under the CHIPS Act, according to the company.
The LOI includes $277 million in proposed federal funding and a $1.3 billion senior secured loan, subject to further diligence, final agreements, regulatory approvals, and customary closing conditions. The company also announced it raised $1.5 billion in private capital through a PIPE transaction led by Inflection Point.
According to the company, the proposed funding would support USA Rare Earth’s mine-to-magnet strategy, covering mining, processing, metal production, and magnet manufacturing in the U.S. The plan aims to build one of the largest domestic heavy rare earth supply chains by 2030, reducing reliance on China for materials used in semiconductors, defense systems, energy infrastructure, and electric vehicles.
USA Rare Earth said the funding, if finalized, would help scale production at its Round Top deposit in Texas and expand magnet manufacturing capacity in Oklahoma. The LOI does not guarantee funding, and final terms could change or fail to close.
Stock Price Reaction
$USAR shares rose about 8% on the announcement.
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.
