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Trump’s touch boosts stocks! Will quantum computing be next?
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Trump administration's equity investments emerge as a signal for profit opportunities! Who might become the next "lucky beneficiary"?

The U.S. government’s direct involvement in investing in enterprises is fueling a high-stakes betting game on Wall Street.
This year, four deals by the Trump team have rocked the U.S. stock market:
First, a $400 million injection into a rare earth miner, $MP Materials (MP.US)$ followed by a $10 billion capital infusion into a struggling chip giant, $Intel (INTC.US)$ then taking a stake in an American lithium company, $Lithium Americas (LAC.US)$ and most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ a 10% stake in a company.
Following the release of the news, these companies' stock prices surged by double-digit or even triple-digit percentages.This series of successful 'alchemy-like' operations has significantly fueled speculative enthusiasm in the market.
The U.S. government’s direct participation in corporate investments is fueling a high-stakes wagering game on Wall Street. This year, the Trump administration’s four major deals have rocked the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ 10% of the company's shares. Following the announcement, the share prices of these companies surged by double or even triple digits, reflecting remarkable gains.This series of successful 'golden touch' moves has significantly fueled speculative enthusiasm in the market. The Trump administration stated that these capital injections are crucial to ensuring that the United States has domestic producers in key areas such as modern weaponry, artificial intelligence products, and infrastructure. With frequent interventions by the U.S. government, who will be next? Market analysts pointed out that if the U.S. government mobilizes tens of billions or even hundreds of billions of dollars,Investors who successfully predict the next target may amass substantial wealth, which also drives the market in its search for the next fortunate opportunity. Notably, the Trump administration's push to secure critical materials is not limited to U.S. companies, further broadening the scope of investors' search. Futubull AI has also compiled a list of current U.S. stock market players such as rare...
The Trump administration stated that these capital injections are crucial for ensuring that the U.S. has domestic producers in key areas such as modern weapons, artificial intelligence products, and infrastructure.
With frequent interventions by the U.S. government, who will be next?
Market analysts pointed out that if the U.S. government mobilizes tens of billions or even trillions of dollars,investors who successfully predict the next target may secure enormous wealth, which is also driving the market to search for the next lucky beneficiary.
Notably, the Trump administration’s efforts to secure critical materials are not limited to U.S. companies, broadening the scope for investors’ search. Futubull AI has compiled a list of relevant companies on the current U.S. stock market, including those involved in rare earths, uranium, copper, lithium, graphite, beryllium, and cobalt mining, for investors' reference.
The U.S. government’s direct participation in corporate investments is fueling a high-stakes wagering game on Wall Street. This year, the Trump administration’s four major deals have rocked the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ 10% of the company's shares. Following the announcement, the share prices of these companies surged by double or even triple digits, reflecting remarkable gains.This series of successful 'golden touch' moves has significantly fueled speculative enthusiasm in the market. The Trump administration stated that these capital injections are crucial to ensuring that the United States has domestic producers in key areas such as modern weaponry, artificial intelligence products, and infrastructure. With frequent interventions by the U.S. government, who will be next? Market analysts pointed out that if the U.S. government mobilizes tens of billions or even hundreds of billions of dollars,Investors who successfully predict the next target may amass substantial wealth, which also drives the market in its search for the next fortunate opportunity. Notably, the Trump administration's push to secure critical materials is not limited to U.S. companies, further broadening the scope of investors' search. Futubull AI has also compiled a list of current U.S. stock market players such as rare...
Specifically:
Rare Earths: $USA Rare Earth (USAR.US)$ 、 $Idaho Strategic Resources (IDR.US)$ 、 $TEXAS MINERAL RESOURCES CORP (TMRC.US)$ 、 $TMC the metals (TMC.US)$ 、 $United States Antimony (UAMY.US)$ 、 $NioCorp Developments (NB.US)$ 、 $Energy Fuels (UUUU.US)$ 、 $American Resources (AREC.US)$ 、 $Perpetua Resources (PPTA.US)$ 、 $IperionX (IPX.US)$ ；
Lithium: $Albemarle (ALB.US)$ 、 $Sigma Lithium (SGML.US)$ 、 $Rio Tinto (RIO.US)$ 、 $Sociedad Quimica Y Minera De Chile (SQM.US)$ 、 $Atlas Lithium (ATLX.US)$ 、 $ioneer (IONR.US)$ ；
Uranium: $Centrus Energy (LEU.US)$ 、 $Energy Fuels (UUUU.US)$ 、 $Uranium Energy (UEC.US)$ 、 $Anfield Energy (AEC.US)$ 、 $Uranium Royalty (UROY.US)$ 、 $Cameco (CCJ.US)$ 、 $Ur-Energy (URG.US)$ 、 $Denison Mines (DNN.US)$ 、 $IsoEnergy (ISOU.US)$ 、 $NexGen Energy (NXE.US)$ 、 $Encore Energy (EU.US)$ ；
Copper: $Southern Copper (SCCO.US)$ 、 $Freeport-McMoRan (FCX.US)$ 、 $Hudbay Minerals (HBM.US)$ 、 $Taseko Mines (TGB.US)$ 、 $Ivanhoe Electric (IE.US)$ 、 $Ero Copper (ERO.US)$ ；
Graphite: $NOVONIX (NVX.US)$ 、 $Nouveau Monde Graphite (NMG.US)$ ；
Cobalt and silver mining operator: $Electra Battery Materials (ELBM.US)$ ；
Beryllium Supplier: $Materion (MTRN.US)$ 。
According to a Bloomberg report, citing sources familiar with the matter, several Australian mining companies have also held talks with officials from multiple U.S. agencies.
Analysts have identified potential candidate companies,including metallurgical coal producers that also own some critical mineral resources, $Ramaco Resources-A (METC.US)$ as well as those holding uranium assets in the United States, $Energy Fuels (UUUU.US)$ . Toronto-listed $Nouveau Monde Graphite Inc (NOU.CA)$ is also on the watchlist because graphite is considered a critical mineral. Additionally, Australia's $Iluka Resources Ltd (ILU.AU)$ and $Lynas Rare Earths Ltd (LYC.AU)$ Stock prices also rose amid market speculation that the U.S. government was conducting preliminary reviews.
This interest has also driven capital inflows into key mineral ETFs — $Sprott Critical Materials ETF (SETM.US)$ recorded its highest-ever monthly inflow in August, with September's inflow ranking second-highest historically.
The U.S. government’s direct participation in corporate investments is fueling a high-stakes wagering game on Wall Street. This year, the Trump administration’s four major deals have rocked the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ 10% of the company's shares. Following the announcement, the share prices of these companies surged by double or even triple digits, reflecting remarkable gains.This series of successful 'golden touch' moves has significantly fueled speculative enthusiasm in the market. The Trump administration stated that these capital injections are crucial to ensuring that the United States has domestic producers in key areas such as modern weaponry, artificial intelligence products, and infrastructure. With frequent interventions by the U.S. government, who will be next? Market analysts pointed out that if the U.S. government mobilizes tens of billions or even hundreds of billions of dollars,Investors who successfully predict the next target may amass substantial wealth, which also drives the market in its search for the next fortunate opportunity. Notably, the Trump administration's push to secure critical materials is not limited to U.S. companies, further broadening the scope of investors' search. Futubull AI has also compiled a list of current U.S. stock market players such as rare...
Steve Schoffstall, Director of ETF Product Management at Sprott Asset Management, stated: 'All these events have acted as catalysts for stock price increases, even if only temporarily.' He believes that the U.S. government’s direct equity investment in companies represents a tangible action 'beyond mere rhetoric,' aimed at truly catalyzing growth in specific industries within the United States.
The risks of speculation cannot be ignored.
However, it is important not to overlook that this speculative game is fraught with risks. On Monday, a White House spokesperson clarified that the U.S. is not considering taking an equity stake in $Critical Metals (CRML.US)$ , causing the company's stock surge to retreat by more than half from an earlier 109% gain, ultimately closing up 45%. This highlights the uncertainty of betting on rumors.
The U.S. government’s direct participation in corporate investments is fueling a high-stakes wagering game on Wall Street. This year, the Trump administration’s four major deals have rocked the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ 10% of the company's shares. Following the announcement, the share prices of these companies surged by double or even triple digits, reflecting remarkable gains.This series of successful 'golden touch' moves has significantly fueled speculative enthusiasm in the market. The Trump administration stated that these capital injections are crucial to ensuring that the United States has domestic producers in key areas such as modern weaponry, artificial intelligence products, and infrastructure. With frequent interventions by the U.S. government, who will be next? Market analysts pointed out that if the U.S. government mobilizes tens of billions or even hundreds of billions of dollars,Investors who successfully predict the next target may amass substantial wealth, which also drives the market in its search for the next fortunate opportunity. Notably, the Trump administration's push to secure critical materials is not limited to U.S. companies, further broadening the scope of investors' search. Futubull AI has also compiled a list of current U.S. stock market players such as rare...
Analysts at TD Cowen compared the current market behavior to the frenzy of MEME stocks back in the day. He warned that much of the gains during that period eventually evaporated.He expressed concern that if the government's investments fail to materialize or do not effectively help related companies grow, these mining stocks could face a similar fate.
The analyst also noted: 'There is currently more speculation, particularly among retail investors, who tend to follow capital flows and market momentum. Once the momentum slows, you could obviously see a reverse reaction.'
Uncertain about your investments? Consult Futubull AI to help you select stocks and analyze your portfolio!
The U.S. government’s direct participation in corporate investments is fueling a high-stakes wagering game on Wall Street. This year, the Trump administration’s four major deals have rocked the U.S. stock market: First, a $400 million investment into rare earth miner $MP Materials (MP.US)$ , followed by a $10 billion capital injection into the struggling semiconductor giant $Intel (INTC.US)$ . Then, an equity stake in American lithium company $Lithium Americas (LAC.US)$ . Most recently, the White House confirmed plans to acquire $Trilogy Metals (TMQ.US)$ 10% of the company's shares. Following the announcement, the share prices of these companies surged by double or even triple digits, reflecting remarkable gains.This series of successful 'golden touch' moves has significantly fueled speculative enthusiasm in the market. The Trump administration stated that these capital injections are crucial to ensuring that the United States has domestic producers in key areas such as modern weaponry, artificial intelligence products, and infrastructure. With frequent interventions by the U.S. government, who will be next? Market analysts pointed out that if the U.S. government mobilizes tens of billions or even hundreds of billions of dollars,Investors who successfully predict the next target may amass substantial wealth, which also drives the market in its search for the next fortunate opportunity. Notably, the Trump administration's push to secure critical materials is not limited to U.S. companies, further broadening the scope of investors' search. Futubull AI has also compiled a list of current U.S. stock market players such as rare...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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