24H｜Rumble Soars 14%; Rare Earth Stocks Rise, USAR up 9%, NioCorp up 5%; Quantum Computing Shares Rally, ARQQ up 3%, RGTI up 2%; Applied Materials Falls 3%

TigerOct 3, 2025 12:28 AM

View all comments（0）



US rare earth stocks rose in overnight trading. USA Rare Earth Inc. up 9%; NioCorp Developments Ltd. up 5%.

Quantum computing shares rallied in overnight trading. Arqit Quantum Inc. up 3%; D-Wave Quantum Inc., Rigetti Computing, Quantum Computing Inc. up 2%; IONQ Inc. up 1%.

Chip equipment maker Applied Materials forecast a $600 million hit to fiscal 2026 revenue after the U.S. expanded its restricted export list in a blow to sectors such as semiconductors, aircraft and medical equipment.

Shares of Applied Materials fell about 3% in overnight trading after the company said in a filing the new rule would make it more difficult to export some products and supply specific parts and services to select China-based customers without a license.

Rumble Inc. rose about 14% in overnight trading after Rumble on Thursday said it struck a partnership with AI answer engine company Perplexity to, among other things, integrate AI-powered tools and drive more discoverability on the video platform.

As part of the tie-up, the companies are introducing a new subscription bundle by combining their premium plans, and Perplexity’s new product Comet will be promoted across the Rumble ecosystem, including the Rumble Advertising Center.

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

Comments (0)

Click the $ button, enter the symbol, and select to link a stock, ETF, or other ticker.

Commenting Guidelines

Recommended Articles

Broadcom Stock Forecast: Down Over 30% Since June, Can the Stock Rebound From Here?

On September 16, Broadcom (AVGO) hit a recent intraday low of $335.80, pulling back 32% from its all-time high of $494.20 and almost entirely erasing its year-to-date gains. Yet just a few months ago, Broadcom was hailed by the market as the most certain winner in AI computing power; now, it has become a poster child for unfulfilled expectations. The root of this shift traces back to its Q2 FY2026 financial report released on June 3. While AI semiconductor revenue reached $10.8 billion—up 143% year-over-year—and Q3 guidance projected over 200% year-over-year growth, management merely reiterated its target of "exceeding $100 billion in AI chip revenue by FY2027" as unchanged, declining to raise it. Market expectations, already priced at a P/E ratio of around 90x, lost the fuel to expand further, sending the stock price into a continuous decline. As the share price dropped, its valuation also underwent a reset. Could this now mark a turning point for the stock?

US Stocks Mixed as Dow Drops 160 Points; Tech Stocks Lead, Meta Rises 4.5%

The top leaders of China and the U.S. met in the United States, alongside reports that U.S.-Iran negotiations were seeking to reopen the Strait of Hormuz. U.S. stocks recovered part of their losses, with technology stocks leading the gains. At the close, the Dow Jones Industrial Average fell 0.31% to 51,349.98; the Nasdaq Composite Index rose 0.01% to 26,939.37; and the S&P 500 Index dipped 0.02% to 7,704.13.

Meta Stock Forecast: Muse Monetization Path Is Key as JPMorgan Raises Price Target to $920; Can Stock Hit Record High?

On September 24, Eastern Time, Meta Platforms (META) reached an intraday price of $777.89, hitting a nearly one-year high. Following the Meta Connect event, JPMorgan raised its price target on the company from $820 to $920 while maintaining an Overweight rating. The core reason is that the monetization path for Muse is becoming increasingly clear, leaving the bank more optimistic about Meta's growth potential beyond advertising.

Meta Connect 2026 New Product Roundup: Muse Integrated Into AI Glasses, Can It Drive Meta Revenue Growth?

TradingKey - At the Connect 2026 conference held from September 23 to 24, Meta (META) unveiled the Ray-Ban Meta Audio, third-generation Ray-Ban Meta, and Meta VR Glasses, while upgrading the Meta Ray-Ban Display. The company also announced the integration of its personal AI agent, Muse, into its AI glasses, expanding its product scope from mobile phones and social apps to wearable devices.

The Week Ahead: US-China Summit in Washington, Costco Earnings and Fed Rate Path in Focus

TradingKey - During the week of September 21 to 25, Eastern Time, the US stock market will focus on the meeting between Chinese and US leaders, the Federal Reserve's policy outlook, and economic data such as US new home sales and durable goods orders.

Featured Tools