This episode of The Motley Fool's Rule Breaker Investing, recorded Sept. 23, 2026, features host David Gardner with analysts Mac Greer and Yasser El-Shimy playing the Market Cap Game Show for the 43rd time. The show covers 10 stocks spanning cloud software, credit cards, Norwegian energy, sleep apnea, community banking, rare-earth minerals, biotech real estate and 78,000 miles of pipelines. Players estimate a range for each stock's market cap, while listeners say whether they agree or disagree. The new King-Sharon rule lets players bet a half point on whether a stock falls above or below their opponent's range.
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Related news
- USA Rare Earth Climbs 4% as Month-Long Selloff Pauses; MP Materials Ticks Up, United States Antimony Dips
USA Rare Earth (USAR) rose 4% to $10.77 as a month-long selloff in domestic rare earth stocks paused, though the shares are still down 31% over the past month. United States Antimony (UAMY) slipped 0.9% to $2.76, MP Materials (MP) gained 2% to $40.82, and the VanEck Rare Earth and Strategic Metals ETF (REMX) fell 0.9% to $55.26, while the SPDR S&P 500 ETF Trust (SPY) rose 0.1% to $770.43. The article notes USA Rare Earth is building capacity to process rare earths and produce magnets, so its value depends on plants that have not yet started production. Its government-backed funding is released in stages tied to construction and production milestones, making project progress central to the stock.
- Critical Metals Rises 4% on Trump’s Greenland Mineral Exploration Plan; USA Rare Earth Declines 3%, MP Materials Slips 2%
Critical Metals (CRML) rose 4% to $6.80 in morning trading after President Donald Trump said large-scale oil, gas and mineral exploration is preparing to begin in Greenland, though he named no projects, operators or timetable. It is the only one of three closely followed U.S.-listed rare earth stocks with a project on the island, the Tanbreez project in southern Greenland, which the company says contains 19 critical elements and holds the only rare-earth exploitation permit there. Peers fell, with MP Materials down 2% to $41.71, USA Rare Earth down 3% to $10.95, and the VanEck Rare Earth and Strategic Metals ETF (REMX) down 1% to $56.96. The article notes Critical Metals is a development-stage company with no operating revenue and substantial going-concern doubt, and that the gain rests on a broad policy signal until a formal program names Tanbreez.
- USA Rare Earth Drops 6% With Milestone-Based Government Funding Still Ahead of It; MP Materials Falls 6%, Critical Metals Holds Steady
Rare earth stocks sold off as a group: USA Rare Earth (USAR) fell 6% to $11.86 and is down 30% over the past month, while MP Materials dropped 6% to $43.45 and Critical Metals (CRML) held near $6.82 with a 0.5% dip. The VanEck Rare Earth ETF (REMX) fell 5%, while the SPDR S&P 500 ETF Trust (SPY) was down only 0.1%, suggesting the selling is concentrated in the sector. USA Rare Earth has not announced any news explaining the move. Its government reimbursement is milestone-based and paid only after targets are met, with a first distribution application expected in the coming months. In Q2 2026, the company reported revenue of about $6 million against $66 million in capital expenditures and roughly $1.5 billion in cash, with its main Round Top project targeting commercial operations in late 2028.
Related markets
Latest news
- Intel stock pops after JPMorgan gives a Neutral upgrade
JPMorgan (JPM) upgraded Intel (INTC) to Neutral from Underweight. The note points to improving execution under CEO Lip-Bu Tan, potential foundry customers for next-generation manufacturing, and rising earnings estimates for 2027 and 2028.
- Intel leads chip stocks higher as investors jump back into AI trade
Chip stocks rebounded on Monday as investors bought the dip after last week's steep AI trade sell-off. The PHLX Semiconductor Index (^SOX) rose 2%, reversing a recent semiconductor rout. Intel (INTC) jumped 5% after JPMorgan upgraded the stock to Buy, citing "solid execution." Nvidia (NVDA) and AMD (AMD) also gained, while a Goldman Sachs upgrade of CoreWeave (CRWV) to Buy from Neutral helped lift AI sentiment. Arm Holdings (ARM), Micron Technology (MU) and SK Hynix (SKHY) also rebounded after sharp declines last week.
- Netflix stock is down roughly 25% in 2026 as Q3 earnings loom
Netflix (NFLX) reports third-quarter results after the bell on Tuesday, with the stock down more than 25% this year and closing Friday near $70, versus $93.76 at the end of 2025. Investors are worried about slowing viewership, competition from YouTube, and live sports moving to Amazon Prime Video and HBO Max. Last week Netflix cut about 6% of its workforce (roughly 1,000 employees) and named Peter Rice its new chief content officer, and five firms lowered price targets in October. Analysts expect EPS of $0.82 on revenue of $12.88 billion, up about 12% from a year earlier, in line with Netflix's own forecast. KeyBanc's Justin Patterson wants more content investment, product changes, expense cuts and a possible first-ever dividend.
- Cleveland-Cliffs Jumps 10% on Strongest Quarter in Three Years; Nucor and Steel Dynamics Edge Higher
Cleveland-Cliffs (CLF) rose 10% to $13.29 after reporting third-quarter adjusted EBITDA of $612 million, beating its $575 million guidance and up sharply from $143 million a year earlier. Revenue of $5.61 billion missed the $5.72 billion expected, though sales rose 18.6% year over year on a higher average net selling price of $1,177 per ton and larger shipments. Management said imports remain well below historical levels, but it indefinitely idled the galvanizing lines at its Canadian unit Stelco due to oversupply. The company guided to about $715 million of adjusted EBITDA in Q4 and said 2027 adjusted EBITDA should exceed $4 billion based on current index price forecasts. Its target is to bring net debt to EBITDA below 2.5x by mid-2027.
- Tech rebounds as semiconductor stocks jump: AlphaCheck
Stocks were mostly higher on Monday as investors turned their focus to earnings season, with semiconductor stocks rebounding after last week's sharp sell-off. The Tech sector (XLK) rose, led by Nvidia (NVDA), AMD (AMD), Micron (MU) and SK Hynix (SKHY). Intel (INTC) also jumped after JPMorgan analysts upgraded the stock, while CoreWeave (CRWV), hammered last week, rebounded on a Goldman Sachs upgrade. Investors are watching this week's reports from Netflix (NFLX), SpaceX (SPCX), Tesla (TSLA) and Meta (META). The 10-year Treasury (^TNX) yield hovered near 5.1%, while Brent crude (BZ=F) dropped to $108 per barrel and WTI (CL=F) hovered below $98.
- AI capex may be Meta's biggest earnings test
Meta Platforms (META) reports third-quarter earnings after the close on Wednesday, alongside a wave of Big Tech peers. The GAAP EPS estimate is $3.54, though that figure may be messy because a legal settlement will be included and analysts differ on how it will be accounted for. Options imply a 3.2% move in either direction, the smallest since the fourth-quarter report before last. Estimates for next year's capex vary widely: Wedbush near $250 billion, Evercore ISI $210 billion, Bank of America $205 billion and Dan Ives around $194 billion. Most analysts say that spending is acceptable if Meta provides a Muse roadmap and confidence it can monetize it, and the stock is up about seven and a half percent year to date.
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