Treasury yields rise, Bitcoin runs

Welcome to LazyListen. This is The Daily Rip for today. I.

bill came due, while critical metals caught fire. Stocks: Tesla balanced robotaxi expansion against a China recall, and crypto found buyers. What's Trending Now on Stocktwits.

AFTER THE BELL. I. Bill Comes Due 🤖Alibaba shares sank Friday after fiscal first-quarter results showed that its cloud business was accelerating, but the spending required to feed it was hitting earnings.

I. engine and hated the fuel bill. 3x recent volume.

28-yuan estimate. 7 billion yuan. I.

infrastructure build. The Stocktwits room treated the selloff as an overreaction and kept pointing toward 135 dollars and 150 dollars, even as Friday's close left those levels well overhead. The next report must show that forty five percent cloud growth can produce expanding margins, not just bigger data-center receipts.

I. "@DJEuphoria❝"Why is this dumping on such a beat? "@Beerg8gglesCritical Metals Catch Fire 🧲Critical Metals led Friday's materials rally after CEO Tony Sage said its Tanbreez rare-earth project in Greenland remained on schedule for first production in 2029.

USA Rare Earth, Energy Fuels, and copper giant Freeport-McMoRan joined the rush as traders chased the Western critical-minerals buildout. ⛏️The RIP: CRML stock surged twenty two point six percent to seven dollars and eleven cents, USAR stock jumped twelve point six percent to nineteen dollars and twenty six cents, UUUU stock gained eight point nine percent to fifteen dollars and fourteen cents, and FCX stock climbed seven point six percent to seventy six dollars and sixty six cents. 7x its recent pace.

These stocks offer very different versions of the same trade. Freeport is producing copper and gold now, while Critical Metals is targeting 2029 production and USA Rare Earth burned roughly 184 million dollars across operations, capital spending, and equipment deposits during the first half. Retail's mood captured the gap perfectly: the Critical Metals room stayed bearish despite the twenty three percent rip, while USA Rare Earth and Freeport traders were already calling for 30 dollars and 80 dollars.

7 thousand WATCHERS · eighty percent BULLISH · HIGH ACTIVITYSELLAS surged as Moderna and Merck's cancer-vaccine breakthrough continued spilling into smaller immunotherapy names ahead of the REGAL leukemia trial's final analysis. 6 thousand WATCHERS · sixty eight percent BULLISH · LOW ACTIVITYTG Therapeutics jumped after an unconfirmed Betaville alert suggested renewed takeover interest from an unnamed biopharma company. S.

cannabis operators, with Green Thumb adding two percent. 3 thousand WATCHERS · forty percent BULLISH · LOW ACTIVITYCameco gained seven point two percent and Uranium Energy surged fourteen point two percent as investors returned to the nuclear-fuel trade built around data-center demand and tightening long-term uranium supply. Cameco issued no fresh company announcement Friday, leaving its bearish room to argue whether the move restarted the nuclear cycle or merely bounced a stock still well below its January high.

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