Stock Movers MARA Gains, Lululemon Rises, USA Rare Earth Up on Buy Rating
Oct 20, 2025
Cryptocurrency miners are soaring as they decouple from Bitcoin's volatility. Lululemon is making waves after receiving a positive analyst upgrade, though challenges like sales slowdowns still loom. The rare earth minerals sector is gaining traction, with hopes of U.S. government support boosting companies in the field. Additionally, rising geopolitical tensions are driving interest in critical-minerals stocks. It's a fascinating mix of market movements and analyst insights!
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Miners Becoming Tech Infrastructure
- Crypto-mining companies are decoupling from coin volatility and trading as technology infrastructure providers.
- Investors reward large-scale computing firms for their hardware and services even when cryptocurrencies wobble.
ETF Surge Outpaces Coins
- An ETF tracking listed crypto miners has soared about 150% year-to-date, outpacing coins amid market volatility.
- Individual miners like MARA, Cipher, and IRON are delivering outsized gains as investors favor firm-level exposure.
Lululemon Bounce Amid Deep Sell-Off
- Lululemon's shares rose after BNP Paribas Exane raised its rating even though the stock is down about 54% this year.
- Analysts cite weak comparable sales and heavy competition, but BNP sees some upside from partnerships like Amex Platinum.