Rare Earths, Weight-Loss Tailwinds, and the AI Internet

A fertilizer company is suddenly digging for rare earth metals, a telehealth platform is riding the weight-loss drug wave higher, and a tiny photonics player just caught the AI infrastructure spotlight.

Today’s update mixes commodities, healthcare momentum, and the ever-growing need to move more data faster.

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Futures are slipping this morning as rising Treasury yields put pressure on equities ahead of a fresh round of economic data. With the 10-year yield pushing higher again, traders are dialing back risk slightly and waiting to see whether inflation and interest rate expectations shift the market mood later today.

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Earnings (Premarket):

Earnings (Aftermarket):

Earnings (Time not supplied):

Economic Reports:

The Mosaic Company [MOS] is popping in premarket trading, as investors react to news that the fertilizer giant is digging into something a little more futuristic than crop nutrients. Mosaic is expanding into rare earth mining in Brazil, a move that instantly plugs the company into one of the most strategic supply chains on the planet.

The project is still in the early stages, with a pre-feasibility study underway and potential production penciled in for around 2030. In other words, this is not a catalyst for the next quarter. But it does show Mosaic trying to turn its mining footprint into something more versatile. A fertilizer company quietly stepping into the rare earth game is the kind of plot twist investors did not see coming.

Of course, Mosaic is not operating in a vacuum. The company has been dealing with analyst downgrades, geopolitical cost pressures, and an antitrust investigation tied to fertilizer pricing. That is a lot of background noise for a stock that already lives in the volatile world of commodities.

My Take For You: The rare earth angle is a fun new storyline and could help Mosaic look less like a traditional fertilizer play. But remember, the payoff is years away, not quarters.

My Verdict: A bold strategic pivot with long-term potential. Just do not mistake a cool mining headline for immediate earnings fireworks.

Hims & Hers Health [HIMS] is still riding the afterglow of its partnership with Novo Nordisk, with the stock jumping again after analysts upgraded their ratings and lifted price targets. The collaboration links Hims & Hers to one of the biggest forces in healthcare right now: the booming demand for weight-loss and metabolic treatments.

The company also added a new communications chief, Katherine Beir, a move that suggests management knows the spotlight is only getting brighter. When a fast-growing telehealth platform teams up with a pharmaceutical heavyweight like Novo Nordisk, investors tend to assume the growth runway just got longer.

Still, momentum trades can get a little breathless. Stocks that spike on big partnerships often spend a few sessions cooling off once the excitement settles and traders lock in profits.

My Take For You: The Novo Nordisk connection gives Hims & Hers serious credibility in the GLP-1 and telehealth conversation. If the stock pulls back after the surge, that may be a calmer entry point.

My Verdict: A powerful catalyst and a compelling growth story. Momentum is strong, but patience on entry could pay off.

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Lightwave Logic [LWLG] is surging nearly 27% in premarket trading after announcing a development agreement with Tower Semiconductor to bring its electro-optic polymer technology into Tower’s silicon photonics platform. The partnership aims to build ultra-fast optical modulators capable of moving massive amounts of data with far less power, something that matters a lot as AI infrastructure keeps scaling.

The goal is to push bandwidth well past 110GHz and support future 200G and 400G optical architectures, which are increasingly needed for data centers, high-performance computing, and AI networking. In simpler terms, this is about making the plumbing of the internet faster and more efficient, and doing it in a compact form that can live inside next-generation photonic chips.

My Take For You: The AI data boom is creating huge demand for faster optical links, and partnerships like this put Lightwave Logic squarely in that conversation. But remember, development agreements can spark excitement long before the real commercial payoff arrives.

My Verdict: A compelling technology story tied directly to AI infrastructure. Big potential, but the road from lab breakthroughs to revenue can still take time.

Avantor is edging higher in premarket trading as investors position ahead of renewed demand signals in life sciences and lab supply chains.

Venture Global is pushing higher in premarket trading as investors continue to lean into the LNG story amid strong global demand for U.S. gas exports.

Plug Power is slipping in premarket trading as investors remain cautious around hydrogen names and the company's ongoing path to profitability.

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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