Wall Street Breakfast Podcast: The Nvidia Of China Soars On Debut [Seeking Alpha]
MP Materials Corp. (MP)
Company Research
Source: Seeking Alpha
The U.S. is looking to take more stakes in crucial minerals companies. Fluidstack seeks $700M at a $7B valuation, highlighting investor appetite for neocloud AI compute infrastructure outside traditional cloud giants. J Studios/DigitalVision via Getty Images Listen below or on the go on Apple Podcasts and Spotify AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43) Beijing-based AI chipmaker Moore Threads Technology saw shares rocket 500% higher on their first day of trading. The company raised about $1.13B (8B yuan) in its Shanghai STAR Market IPO. Often called “China's Nvidia,” the startup is benefiting from bets that it will ride Beijing's push for domestic chip manufacturing and tech self-sufficiency. Founded in 2020 by former Nvidia executive Zhang Jianzhong, Moore Threads has shifted from gaming graphics t
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MP
News
- MP Materials (NYSE:MP) was upgraded by analysts at Morgan Stanley from an "equal weight" rating to an "overweight" rating.MarketBeat
- Can The U.S. Government Succeed As A VC? 6 Strategic Questions [Forbes]Forbes
- What does it mean when Uncle Sam is one of your biggest shareholders? Chip startup xLight is about to find out [TechCrunch]TechCrunch
- MP Materials: Industrial Policy And Geopolitics Outweigh Supply-Demand Economics [Seeking Alpha]Seeking Alpha
- MP Materials (MP): Assessing Valuation After Net Income and Revenue Growth Sparks Share Price Momentum [Yahoo! Finance]Yahoo! Finance
MP
Earnings
- 11/6/25 - Beat
MP
Sec Filings
- 11/25/25 - Form SCHEDULE
- 11/20/25 - Form 4
- 11/20/25 - Form 144
- MP's page on the SEC website