China's requirement for export licenses on rare earth magnets has affected production of Tesla's Optimus robot, since each humanoid robot needs up to 4.5 kg of these magnets and China supplies over 90% of the world's supply. REalloys (NASDAQ: ALOY) is building a rare earth supply chain outside China, from processing in Saskatchewan to metal-making in Ohio. Goldman Sachs now expects about 6.5 million humanoid robots to be sold annually by 2035, nearly five times its earlier forecast. Humanoid robots are moving onto factory lines, with Tesla installing Optimus production lines at Fremont and IDC counting nearly 25,000 units shipped globally in the first half of 2026, mostly from China. The article also notes that rare earth companies, not robot makers, were the top performers in Morgan Stanley's 'Humanoid 100' list, and that REalloys has secured about 80% of the output from the Saskatchewan Research Council's upgraded facility.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
TeslaChinarare earthssupply chainhumanoid robots
Open a keyword to see other news on the same topic.
Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.0T |
| Close on 10/19/2026 | 342.94 |
| Change that session | -0.15% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Analyst says iPhone 18 demand weakness is "intensifying"
Jefferies analyst Edison Lee says demand for the iPhone 18 Pro and Pro Max is weakening further, with lead times in China falling to zero days versus six and 25 days for last year's models. Resale prices for all Pro variants have moved to discounts since Sept. 29, while last year's model traded at 1% to 6% premiums, and PDD has cut prices on the Pro and Pro Max by 6% and 9% since Oct. 16. Jefferies says Apple has cut orders for some components, including 2nm chips, by 10% to 15%, though some suppliers indicate the net assembly cut so far is only 2 million units. The firm links strong China sell-through to discounted sales of iPhone 17 Pro inventory.
- China plans to control exports of solar power technology
China's Ministry of Commerce has proposed export controls on 12 technologies used to make solar equipment, citing national security concerns about uncontrolled or inappropriate spread. Beijing plans to ban exports of technologies for ultra-thin wafers, perovskite and tandem solar cells, and large-scale fluidised-bed polysilicon production, while advanced cell technologies such as TOPCon, HJT and XBC would be restricted but not fully banned. Public comment closes on November 15, and companies must register some technology transfers abroad in the meantime. Reuters reports the move could threaten US manufacturing expansion plans by firms such as Tesla.
- NIO Stock Climbs Overnight: EV Firm Outsells German Luxury Rivals In China Sales For First Time — CEO Hails Tesla’s Flying Roadster
Nio's U.S.-listed shares rose nearly 1% overnight after the company reported that its third-quarter China sales surpassed BMW, Mercedes-Benz and Audi individually for the first time. Nio recorded 111,638 vehicles in China, versus 107,210 for BMW Group, 99,592 for Mercedes-Benz and 94,597 for Audi. Nio also outsold each German brand in eight provincial-level markets and 40 cities, including Beijing, Shanghai and Guangdong. CEO William Li praised Tesla's Roadster demo, though Tesla says its single-seat Rocket version is invitation-only and not approved for public roads. For its Firefly brand, Nio plans a 60-kWh CATL battery on October 23 offering 560 km under CLTC, up from the current 42.1-kWh pack.
- United States Antimony Soars 11% While Rare Earth Peers Retreat; USA Rare Earth Drops 3%, Critical Metals Falls 4%
United States Antimony (UAMY) shares rose 11% to $3.18, while USA Rare Earth (USAR) fell 3% to $10.22 and Critical Metals (CRML) dropped 4%. UAMY is the sole Western Hemisphere producer of military-specification antimony ingots under a long-term Defense Logistics Agency supply contract worth $245 million, with $57.3 million in cumulative orders so far, and it reported increased Q3 2026 deliveries. Inventory was built to $21.6 million to support contract deliveries. However, the company cut its full-year revenue guidance to $60 million to $75 million, and its average selling prices fell 52% year over year. The stock is still down 37% year to date, and the REMX rare earth ETF slipped 0.9%.
- USA Rare Earth: Millionaire Maker or Market Hype? The Honest Truth.
The article examines USA Rare Earth (USAR), a US mining company that owns the Round Top deposit in Texas and aims to become a vertically integrated rare-earth producer, from mining to permanent magnets. Round Top is not yet operating and commercial production is targeted for late 2028, while the company has a magnet factory in Stillwater, Oklahoma and has acquired Serra Verde and Less Common Metals. The company is still burning cash and barely generating revenue, although the White House has given it access to up to $1.6 billion in funding and it says it is in talks with over 100 potential customers. The author argues the stock is not empty hype, but calling it a millionaire maker seems premature because the company has not yet turned a profit or manufactured magnets at scale.
- NVIDIA And 2 Other Fast Growing Stocks To Own
With US inflation at 3.7% in September, driven by higher energy costs, the article highlights three fast-growing, financially sound stocks from a screener. NVIDIA's Compute & Networking unit, which supplies GPUs and AI software to cloud and enterprise customers, generates about US$275.4b, versus US$27.6b from Graphics, and the company has a market value of roughly US$5,170.6b. The article says its margins could be undermined if a cheaper or more open alternative to CUDA gains uptake. AMD's Data Center business, serving hyperscale clouds with EPYC and Instinct chips, sits within a company valued near US$863.2b, and it has Helios AI system commitments from OpenAI, Meta and Anthropic. USA Rare Earth, an early-stage producer valued at about US$4b, focuses on rare earth minerals for electric vehicles and clean energy, and received a DOE award for a pilot-scale separations project in the US.
Related markets
Latest news
- Bitcoin ETFs just saw their biggest day in a month thanks entirely to BlackRock
U.S. spot bitcoin ETFs took in $526.6 million on Monday, the largest daily net inflow in nearly a month, driven entirely by BlackRock's iShares Bitcoin Trust (IBIT), which pulled in $665.2 million, its biggest daily inflow since Oct. 7 last year, according to SoSoValue data. Fidelity's FBTC lost $83.6 million and Grayscale's GBTC shed $54.9 million, while the remaining funds recorded no net flows. The inflow more than erased last week's $228.5 million of withdrawals, but funds remain about $90.5 million in net outflows for October, according to CoinDesk calculations. Ether funds moved the opposite way, losing $103.3 million in their fourth consecutive session of outflows, with BlackRock's ETHA accounting for $95.4 million of that.
- A Big4 bank cut deposit rates in the morning, then raised them again in the afternoon
VietinBank cut its deposit rates for terms of 6 months and longer on the morning of Oct. 20, then restored them to pre-adjustment levels by the afternoon. Its afternoon rate board showed 3.5% per year for 6 to under 12 months, 5.9% for 12 to under 24 months and 6% for 24 months and longer, versus 3%, 5.4% and 5.5% in the morning. Rates for terms under 6 months stayed unchanged, including 2.1% for 1 to under 3 months and 2.4% for 3 to under 6 months. The move came as banks followed the State Bank of Vietnam's guidance to cut deposit rates by at least 0.5 percentage points for terms of 6 months and longer, and Vietcombank and Agribank were among those reducing rates.
- IVV vs. SPY: Which S&P 500 ETF Is the Better Buy for Long-Term Investors?
The article compares two ETFs that track the S&P 500, iShares Core S&P 500 ETF (IVV) and State Street SPDR S&P 500 ETF (SPY), which have nearly identical holdings. The main difference is the expense ratio: IVV charges 0.03% a year, one-third of SPY's 0.09%, and its distribution yield is about 1.1% versus 1% for SPY. SPY's high liquidity remains valuable for active traders. The article concludes that IVV is the better choice for long-term investors, since lower costs can compound over time.
- Warren Buffett Is Issuing a Stark Warning About the Stock Market. Here's What History Says Comes Next.
Warren Buffett has warned that investors are taking on too much risk, likening the market to 'a church with a casino attached' and saying people have never been in a more gambling mood. The article points to the S&P 500 Shiller CAPE Ratio, which has stayed above 40 since May of this year; historically, the only other time it held above that level for months was during the dot-com bubble, when it peaked around 44 before the bear market began in March 2000. The article notes that 40 is not an automatic trigger for a downturn, and no metric can predict timing. It suggests investors focus on quality stocks with solid fundamentals and be ready to hold them for at least a few years.
- Early Uber Investor Jason Calacanis Predicts Waymo Could Buy Lucid Or Rivian — Calls Its Chinese-Car Optics ‘Really Bad’
Early Uber investor Jason Calacanis predicts Waymo will buy Lucid Group (LCID) or Rivian Automotive (RIVN), arguing that its reliance on Chinese-made Zeekr vehicles creates cost and reputational problems. He says the arrangement is technically not illegal today, but Waymo would need to pay a tariff of over 100%, and it has drawn national-security concerns on Capitol Hill. According to Semafor, Waymo aims to grow its fleet from about 4,000 vehicles to 8,000 by the end of 2026 and 20,000 by the end of 2027, after closing a $5 billion term loan and a $16 billion equity raise this year. Uber has committed to buying at least 35,000 Lucid vehicles, while its Rivian deal starts with 10,000 autonomous R2 SUVs, with rides expected to begin in 2028. Calacanis, who recently bought small stakes in Lucid, Rivian, WeRide (WRD) and Pony.ai (PONY), expects consolidation in the autonomous-driving sector within 24 months.
- Prediction: Oct. 21 Will Be a Huge Day for the Stock Market
The article predicts October 21 could be a pivotal day for the stock market, as Meta Platforms (META) becomes the first of the "Magnificent Seven" tech giants to report third-quarter earnings after the close. In its latest quarter, Meta's total revenue rose 28% to $60 billion, with ad revenue at $59 billion. Investors will be watching whether its capital spending, now about 35% of revenue, is translating into growth. Meta's report could hint at the earnings outlook for other tech giants and set the direction for the S&P 500 in the coming days, with the first trading session after the report on Thursday.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.