Stock Movers MP Materials Rises, Applied Digital Soars, Levi Slides
Oct 10, 2025
MP Materials shines as tariffs spark a rush towards rare Earth stocks, hitting its highest point since August. Applied Digital basks in positive quarterly results and advances major deals for a new data center in North Dakota. Levi raises its outlook despite ongoing tariff pressures that impact sales, yet benefits from improved gross margins and pricing strategies. The market remains volatile as trade tensions continue influencing stock movements across various sectors.
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Defense Backing Fuels Rare-Earth Rally
- MP Materials soared as investors rushed to Western rare-earth exposure amid tariff threats and U.S. defense investment.
- The Department of Defense's $400M equity stake fueled a rally and plans for a magnet plant boosted enthusiasm.
Hyperscaler Interest Lifts Data-Center Developer
- Applied Digital jumped after securing funding and lease talks with hyperscalers while beating Q1 loss expectations.
- The AI-driven demand for data-center infrastructure amplified the stock's dramatic intraday gains.
Tariffs Trim Levi's Momentum
- Levi's raised full-year guidance but warned tariffs are starting to bite and are hard to quantify.
- Gross margin improved from higher prices and better channel mix, yet tariff expectations rose outside China.